AI Agent Solutions

Custom AI agents designed to transform every aspect of your business operations.

Rocket AI Agent with AI chatbot interface

Customer Service AI

24/7 intelligent customer support that never sleeps

Key Benefits:

  • Instant response to customer inquiries
  • Handle unlimited conversations simultaneously
  • Reduce support costs by 70%+
  • Escalate complex issues to human agents seamlessly

Use Cases:

  • Answer frequently asked questions
  • Process orders and returns
  • Schedule appointments
  • Provide product recommendations

Real-World Examples:

AI Resident Assistant (HOA & Property Management)

Trained on CC&Rs, bylaws, and governing documents to answer resident questions 24/7

Example Scenario:

A resident texts at 11 PM: 'Can I install solar panels?' The AI instantly responds with the exact architectural guidelines from Section 4.2 of the CC&Rs, plus the modification request form link.

Reduces CAM workload by 50-70%. Handles 200-500 resident inquiries per day across 500-50,000 door portfolios.

AI Patient Assistant (Medical Practices)

Handles appointment scheduling, insurance questions, and common medical inquiries 24/7

Example Scenario:

A patient calls after hours: 'What documents do I need for my consultation tomorrow?' The AI provides the intake forms, insurance requirements, and parking instructions instantly.

Reduces front desk workload by 30-50%. Books appointments directly into your EHR system.

AI Client Assistant (Law Firms)

Answers client questions about case status, billing, and general legal procedures

Example Scenario:

A client texts: 'What's the status of my case?' The AI pulls from your case management system and provides a detailed update without billing paralegal time.

Reduces paralegal administrative work by 40%+. Clients get instant answers instead of waiting days.

Internal Q&A Knowledge Base

Unlock your company's institutional knowledge instantly

Key Benefits:

  • Eliminate time wasted searching for information
  • Onboard new employees 10x faster
  • Make senior expertise available to entire team
  • Ensure consistent, accurate answers across organization

Use Cases:

  • Instant access to policies, procedures, and documentation
  • Legal case precedents and research for law firms
  • Medical protocols and treatment guidelines
  • Product specifications and technical documentation

Real-World Examples:

AI Paralegal Assistant (Law Firms)

Trained on your firm's case history, legal precedents, and document templates

Example Scenario:

A junior attorney asks: 'Have we handled a similar non-compete case in Florida?' The AI instantly surfaces 3 relevant past cases with outcomes, strategies used, and winning arguments.

Junior attorneys get instant access to senior partner expertise. Research time reduced from hours to minutes.

AI Medical Protocol Assistant (Healthcare)

Trained on clinical guidelines, treatment protocols, and insurance requirements

Example Scenario:

A nurse asks: 'What's our protocol for post-op diabetes patients?' The AI provides the exact protocol from your medical database with CPT codes for billing.

Reduces clinical errors. Ensures consistent patient care across all providers.

AI Policy Assistant (All Industries)

Trained on employee handbooks, HR policies, and standard operating procedures

Example Scenario:

An employee asks: 'What's our remote work policy?' The AI provides the exact policy, approval process, and required forms instantly.

HR spends 70% less time answering routine questions. Employees get instant answers.

Back Office Automation

Automate repetitive workflows and free up your team

Key Benefits:

  • Process documents 100x faster than humans
  • Eliminate data entry and manual tasks
  • Reduce errors and improve accuracy
  • Scale operations without hiring

Use Cases:

  • Invoice processing and data extraction
  • Contract review and analysis
  • Report generation and summaries
  • Email triage and routing

Real-World Examples:

AI Contract Analyzer (Law Firms)

Automatically reviews contracts for standard clauses, risks, and compliance issues

Example Scenario:

Upload a 50-page commercial lease. The AI identifies missing indemnification clauses, flags unusual terms, and generates a summary memo in 2 minutes instead of 2 hours.

Paralegals review 10x more contracts per day. Attorneys focus on strategy, not document review.

AI Invoice Processor (Property Management)

Automatically extracts data from vendor invoices and routes for approval

Example Scenario:

Landscaping invoice arrives via email. The AI extracts property address, amount, service date, matches to PO, and routes to correct approver—all without human touch.

Process 500+ invoices per week with zero data entry. Accounts payable team focuses on exceptions only.

AI Medical Records Processor (Healthcare)

Extracts and categorizes information from medical records, referrals, and lab reports

Example Scenario:

A referral arrives from another provider. The AI extracts patient info, diagnosis, insurance details, and schedules the appointment automatically.

Reduces administrative burden by 40%. Patients get scheduled faster.

Deep Research AI

AI that reads, analyzes, and synthesizes complex information

Key Benefits:

  • Analyze thousands of documents in minutes
  • Identify patterns and insights humans miss
  • Generate comprehensive research reports
  • Stay ahead of industry trends and competitors

Use Cases:

  • Competitive intelligence and market research
  • Legal case law and precedent analysis
  • Medical literature review and synthesis
  • Financial analysis and due diligence

Real-World Examples:

AI Legal Research Assistant (Law Firms)

Analyzes case law, statutes, and legal precedents across jurisdictions

Example Scenario:

A partner needs Florida case law on covenant not to compete enforceability. The AI reviews 500+ cases in 10 minutes and provides a memo with winning arguments and risk factors.

Legal research that took 8 hours now takes 30 minutes. $3,000 in billable hours saved per research project.

AI Market Research (All Industries)

Monitors competitors, industry trends, and customer sentiment across the web

Example Scenario:

Track 10 competitors' pricing, marketing strategies, and customer reviews automatically. Weekly report delivered every Monday with insights.

Stay ahead of market changes. Make data-driven strategic decisions.

AI Medical Literature Review (Healthcare)

Stays current with latest medical research and treatment protocols

Example Scenario:

A new diabetes drug is approved. The AI reviews 200+ studies, summarizes efficacy, side effects, and insurance coverage in a 2-page memo.

Providers stay current without reading 50+ journals per month.

Sales Development AI

AI-powered outreach that books meetings while you sleep

Key Benefits:

  • Qualify leads automatically
  • Personalized outreach at scale
  • Follow-up sequences that convert
  • Book meetings directly to your calendar

Use Cases:

  • Lead qualification and nurturing
  • Appointment scheduling automation
  • Personalized email campaigns
  • CRM data enrichment and updates

Real-World Examples:

AI Business Development Rep (B2B Services)

Qualifies inbound leads and books discovery calls automatically

Example Scenario:

A website visitor fills out a contact form. The AI immediately texts: 'Hi! I saw you're interested in our property management software. Are you managing 500+ doors?' Based on responses, either books a demo or nurtures the lead.

Respond to leads in under 60 seconds. 3x increase in meeting bookings.

AI Appointment Setter (Professional Services)

Handles consultation scheduling for lawyers, doctors, and consultants

Example Scenario:

A potential client texts: 'I need to discuss a non-compete issue.' The AI qualifies: 'Are you currently employed?' 'Is the agreement already signed?' Then books a 30-min consultation.

Zero back-and-forth scheduling. Calendars fill automatically.

AI Lead Nurture (All Industries)

Follows up with cold leads until they're ready to buy

Example Scenario:

A lead downloaded your guide 6 months ago. The AI sends personalized check-ins every 2 weeks. When the lead responds 'We're ready to talk,' it books a meeting immediately.

Never lose a lead to poor follow-up. Close deals that would have gone cold.

Need a Custom Solution?

We build custom AI agents tailored to your specific business needs. Every industry has unique challenges—tell us yours, and we'll engineer the perfect AI solution.

100%
Tailored to Your Business
8 Weeks
From Concept to Launch
24/7
Ongoing Support

Tell Us What You Need AI to Do

Whether it's automating complex workflows, integrating with legacy systems, or solving problems no one else has tackled—we'll design and build it.

Serving Southwest Florida: Naples • Fort Myers • Bonita Springs • Estero • Cape Coral

Ready to Get Started?

Schedule a strategy session to discover which AI solutions will deliver the highest ROI for your business.